JPMorgan JP Morgan Wealth Management - Vice President Plan Planning Engine 

United States, New Jersey, Jersey City 

188474397

Job summary:

As the Vice President – Wealth Plan Planning Engine on the My JPM Plan team you will be a highly effective and innovative person that has experience in financial planning and data modeling to help drive results. Youwill become subject matter expert for Wealth Plan's Planning Engine algorithm and logic and will continue to work with cross-LoB stakeholders to innovate and deliver product road map.

Job Responsibilities

• Develop deep understanding of existing JPMorgan Wealth Plan’s Planning Engine algorithm and logic in order to deliver future product road map and to support existing requirements
• Act and develop skills as subject matter expert on wealth planning issues such as retirement planning, education funding, debt management, insurance planning, tax planning, estate planning
• Work very closely with and be a source of knowledge for Product and Technology partners on pending enhancements to Planning Engine, with an eye towards ensuring accurate implementation
• Innovate and build excel-based wireframe analytics that acts as proof-of-concept for evolving Planning Engine and other tools and calculators with cross-LoB implications
• Lead and conduct requirements sessions with stakeholders and users as needed
• Help validate, issue-spot and debug Planning Engine output and results
• Help enhance existing documentation of algorithms and processes to ensure institutionalization of knowledge
• Partner with risk control partners including Legal, Compliance, Risk, Audit to ensure compliance with internal and industry regulations
• Familiarize and get closely involved with the firm’s Model Governance process and ensure compliance

Required qualifications, capabilities, and skills:

• 6+ years of related experience and a degree in quantitative discipline such as accounting, finance, economics, engineering, statistics, mathematics or a related field
• Strong quantitative and analytical skills, including a firm grasp of financial and wealth projection, decision-making and optimization techniques
• Proven experience in building excel-based calculators and models to inform decision-making, incorporating VBA, macros, add-ins etc. to enhance user experience and functionality
• Flexible and team-oriented with a focus on efficiency and process improvement
• Strong written and verbal communication skills with impeccable attention to detail
• Must possess or have strong ability to become readily familiar with financial planning, retirement planning, charitable planning, tax planning, and estate planning strategies and solutions
• Intellectual curiosity and the ability to generate insightful and relevant approaches to driving goals-based advice, aligning the client and advisor experiences for superb outcomes
• Must convey knowledge and credibility in front of team members and stakeholders

Preferred qualifications, capabilities, and skills:

• CFP or CFA Certification is highly preferred